Customer Focused CRM

For a detailed view of your appointments and site visit bookings, the customer record shows information about every site visit or sales call, including a timeline of events as they occured.

Every detail of communication can be recorded, shared or simply stored away for a later day. From uploaded images of the site, to documents you may have produced or those sent to you, all of these can be conveniently stored within the customer record.

Customer Timeline

Customer timeline allows simple table view or media rich content view with social integration. Depending on your busines type, this opton can be toggled from simple to advance at the tick of a box. Media content is available for Field Plus and above.

Product Warranty

If your product comes with a warranty, the customer record can be configured to show details of this the instant you open the record. Complete with a 5 point warranty renewal program, you will never miss the opportunity to gain additional revenue from after sales warranty renewal.

Customer Record

Every detail of communication can be recorded, shared or simply stored away for a later day. From uploaded images of the site, to documents you may have produced or those sent to you, all of these can be conveniently stored within the customer record.

Picture and Document Gallery for easy Viewing

Products Manager

Each customer can have an unlimited number of products assigned to their account. This also allows separate billing of each product and a summary view of payments outstanding. Warranty control and product history notes are individually defined.

Media Timeline

Timeline can be displayed as a simple list of comments or as a media rich stream of content with the ability to share with colleagues via My Field CRM or through social media channels. Embed imageds or documents for instant viewing and sharing.

Warranty Manager

Warranty and expiry dates set within the warranty manager can trigger events for warranty renewal, warranty renewal letter generation and early warranty renewal offers. Expiry letters can be also be created for non-renewing customers.